Cedar Brook Financial Partners, LLC Morgan Stanley Transaction History

Cedar Brook Financial Partners, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	$83.9 - $94.16 $34,566 - $38,793	-412 Reduced 11.82%	3,075 $289,000
Q4 2023 Jan 12, 2024	BUY	$70.4 - $93.66 $6,899 - $9,178	98 Added 2.89%	3,487 $325,000
Q3 2023 Oct 17, 2023	SELL	$81.65 - $94.67 $28,005 - $32,471	-343 Reduced 9.19%	3,389 $276,000
Q2 2023 Jul 05, 2023	BUY	$81.22 - $91.12 $15,106 - $16,948	186 Added 5.25%	3,732 $318,000
Q1 2023 Apr 04, 2023	SELL	$83.95 - $100.83 $41,723 - $50,112	-497 Reduced 12.29%	3,546 $311,000
Q4 2022 Feb 01, 2023	BUY	$75.3 - $93.04 $73,718 - $91,086	979 Added 31.95%	4,043 $343,000
Q3 2022 Jan 03, 2023	BUY	$21.84 - $90.15 $4,979 - $20,554	228 Added 8.04%	3,064 $242,000
Q2 2022 Aug 12, 2022	SELL	$72.9 - $90.61 $45,927 - $57,084	-630 Reduced 18.18%	2,836 $216,000
Q1 2022 Apr 06, 2022	BUY	$83.31 - $108.73 $45,903 - $59,910	551 Added 18.9%	3,466 $303,000
Q4 2021 Jan 27, 2022	BUY	$94.82 - $104.66 $14,412 - $15,908	152 Added 5.5%	2,915 $286,000
Q3 2021 Nov 01, 2021	SELL	$87.64 - $105.45 $53,986 - $64,957	-616 Reduced 18.23%	2,763 $269,000
Q2 2021 Aug 16, 2021	BUY	$77.29 - $93.96 $31,688 - $38,523	410 Added 13.81%	3,379 $310,000
Q1 2021 May 11, 2021	SELL	$67.05 - $84.34 $5,900 - $7,421	-88 Reduced 2.88%	2,969 $231,000
Q4 2020 Feb 12, 2021	BUY	$47.26 - $68.53 $144,473 - $209,496	3,057 New	3,057 $209,000

2,063

1.33B

26.5M

27.2M

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $177B
Description
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Secu...

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